CPA, CGMA, Partner
What is your background and education?
Steve is one of the few Florida natives, born and raised in Winter Park. He graduated from The University of Florida with a Master’s in Accounting with Tax Specialization. He started my CPA career with two well-respected local CPA firms for 8 years, then spent 12 years as a Controller/CFO for two large nonprofit organizations. Steve missed the interaction with small business owners so he started my own Firm in 2008, and later merged with JTC CPAs in January 2022.
What are your areas of expertise in the accounting/bookkeeping field?
Steve was trained as an auditor and tax preparer, then got several years of experience as a CFO. He knows both sides of the desk as the in-house accountant and as the outside consultant currently focusing on LLCs, S Corps, and Partnerships and their owners.
Any certifications or awards?
- Certified Public Accountant (CPA)
- Florida Board of Accountancy
- American Institutes of CPAs (AICPA)
- QuickBooks Pro Certified
What service are you passionate about in the accounting field?
Steve loves helping small businesses navigate the ever-increasing complexity of the Internal Revenue Code. He especially enjoys the opportunity to show them the tax savings achieved by using a professional tax preparer.
What is a quote you like to live by?
“Do unto others as you would want them to do unto you.”
What is the role of a CPA in a business?
We are your trusted advisor to give independent professional advice on accounting, taxes, and general business issues.
How can a CPA help me with my business operations?
Because we serve hundreds of businesses we have seen a lot and can share experiences from our own business and those of our clients to help you avoid learning the hard way.
What qualifications and certifications should I look for in a CPA?
CPAs must complete 150 hours of college education, then pass a difficult 4-part exam and then spend another 40 hours per year to stay up to date with accounting and tax regulations. So look for the CPA certification – don’t accept someone who calls themselves an Accountant or Tax Preparer.
How can a CPA help my business grow?
We can give you independent advice on the pros and cons of borrowing more money, and investing in assets or personnel while also highlighting the tax incentives to do so.
What are the latest trends or updates in accounting and taxation that businesses should be aware of?
Tax rates are at historic lows until 2026 when they are scheduled to revert to previous higher rates and there are several elections you can make to accelerate write-offs, being self-employed is the best way to lower your taxes.